Suze School: Recognizing Financial Advisor Abuse
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Recognizing Financial Advisor Abuse and Importance of Involvement in Finances
A woman's case of potential financial advisor abuse is examined as she is advised to invest in annuities without regard for her financial situation. The chapter underscores the necessity of being informed and engaged in managing personal finances, particularly when handling substantial wealth, and underscores the difference between a true wealth management firm and a salesperson masquerading as a financial advisor.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
